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BridgePort Financial Solutions, LLC: VXF position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of BridgePort Financial Solutions, LLC on VXF, newest first. How the timeline and the estimate are built.

BridgePort Financial Solutions, LLC held 4,423 VXF shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 4,423 shares
    Change vs previous 13F +835 shares

    0.28% of the 13F portfolio, value $1,088,928.

    13F-HR 0002031775-26-000006 filed by BridgePort Financial Solutions, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 3,588 shares
    Change vs previous 13F -17 shares

    0.21% of the 13F portfolio, value $738,361.

    13F-HR 0002031775-26-000003 filed by BridgePort Financial Solutions, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 3,605 shares
    Change vs previous 13F -2,656 shares

    0.2% of the 13F portfolio, value $753,827.

    13F-HR 0002031775-26-000001 filed by BridgePort Financial Solutions, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 6,261 shares
    Change vs previous 13F -86 shares

    0.35% of the 13F portfolio, value $1,310,628.

    13F-HR 0002031775-25-000008 filed by BridgePort Financial Solutions, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 6,347 shares
    Change vs previous 13F -149 shares

    0.41% of the 13F portfolio, value $1,223,084.

    13F-HR 0002031775-25-000005 filed by BridgePort Financial Solutions, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 6,496 shares
    Change vs previous 13F 0 shares

    0.5% of the 13F portfolio, value $1,118,960.

    13F-HR 0002031775-25-000004 filed by BridgePort Financial Solutions, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 6,496 shares
    Change vs previous 13F not available

    0.55% of the 13F portfolio, value $1,204,184.

    13F-HR 0002031775-25-000001 filed by BridgePort Financial Solutions, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).